KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.59M
2 +$601K
3 +$579K
4
PYPL icon
PayPal
PYPL
+$362K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$331K

Top Sells

1 +$4.31M
2 +$2.77M
3 +$1.2M
4
AAPL icon
Apple
AAPL
+$596K
5
PRU icon
Prudential Financial
PRU
+$430K

Sector Composition

1 Technology 17.13%
2 Financials 6.99%
3 Healthcare 5.11%
4 Consumer Discretionary 4.85%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,743